LG Display Co Ltd (LPL)vsSanmina Corporation (SANM)
LPL
LG Display Co Ltd
$4.12
-2.37%
TECHNOLOGY · Cap: $4.12B
SANM
Sanmina Corporation
$217.82
+4.38%
TECHNOLOGY · Cap: $11.77B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 222799% more annual revenue ($25.28T vs $11.34B). SANM leads profitability with a 2.3% profit margin vs -0.3%. SANM appears more attractively valued with a PEG of 0.97. SANM earns a higher WallStSmart Score of 68/100 (B-).
LPL
Hold36
out of 100
Grade: F
SANM
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LPL.
Margin of Safety
+18.9%
Fair Value
$184.12
Current Price
$217.82
$33.70 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Generating 1.2T in free cash flow
Revenue surging 102.3% year-over-year
Growing faster than its price suggests
Earnings expanding 46.6% YoY
Areas to Watch
Moderate valuation
ROE of 3.8% — below average capital efficiency
Operating margin of 2.6%
Expensive relative to growth rate
Grey zone — moderate risk
2.3% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : LPL
The strongest argument for LPL centers on Price/Book, Free Cash Flow.
Bull Case : SANM
The strongest argument for SANM centers on Revenue Growth, PEG Ratio, EPS Growth. Revenue growth of 102.3% demonstrates continued momentum. PEG of 0.97 suggests the stock is reasonably priced for its growth.
Bear Case : LPL
The primary concerns for LPL are P/E Ratio, Return on Equity, Operating Margin.
Bear Case : SANM
The primary concerns for SANM are Altman Z-Score, Profit Margin, P/E Ratio. A P/E of 45.6x leaves little room for execution misses. Thin 2.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
LPL profiles as a turnaround stock while SANM is a hypergrowth play — different risk/reward profiles.
LPL carries more volatility with a beta of 1.15 — expect wider price swings.
SANM is growing revenue faster at 102.3% — sustainability is the question.
LPL generates stronger free cash flow (1.2T), providing more financial flexibility.
Bottom Line
SANM scores higher overall (68/100 vs 36/100) and 102.3% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
LG Display Co Ltd
TECHNOLOGY · CONSUMER ELECTRONICS · USA
LG Display Co., Ltd. is dedicated to the design, manufacture and sale of thin film transistor liquid crystal displays (TFT-LCD) and display panels based on organic light emitting diode (OLED) technology. The company is headquartered in Seoul, South Korea.
Sanmina Corporation
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Sanmina Corporation offers integrated solutions for manufacturing, components, products and repair, logistics and after-sales services globally. The company is headquartered in San Jose, California.
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